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Banking Services Operations Associate IV - Estate Services
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-01-12
Listing for:
M&T Bank Corporation
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance
Job Description & How to Apply Below
** Overview:
** Provides first line consumer support to internal and external customers across moderately complex products requiring knowledge of pertinent products, a broad spectrum of legal documents, and pertinent regulations.##
*
* Primary Responsibilities:
*** Respond to inquiries from the Estates and/or surviving account holders of deceased customer regarding less complex, single-product, account relationships.
* Complete document review of various jurisdiction-specific legal documents supporting the death of a customer and the management of their estate such as Probated Last Will and Testaments, Letters of Administration, Letters of Testamentary, and various affidavits.
* Process system updates to a single system of record ensuring appropriate credit bureau coding is complete.
* Work with internal business partners, including credit underwriting, Financial Crimes, the Retail Branch network, the Telephone Contact Center, Retail Servicing, and Customer Asset Management to resolve moderately complex servicing issues.
* Provide timely written communication to customers responsive to their inquiries.
* Complete daily quality control review of activities to ensure accuracy.
* Maintain data and provide reporting for internal examinations, federal and state regulatory reviews related to estate servicing.
* Respond to servicing requests from Risk, Compliance and Legal to allow us to release estate information.
* Interpret legal and Bank documents for internal processing through analysis of circumstances and document recommended action steps to management.
* Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
* Promote an environment that supports belonging and reflects the M&T Bank brand.
* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
* Complete other related duties as assigned.##
** Scope of Responsibilities:**##
** Supervisory/Managerial Responsibilities:
** No supervisory responsibility.##
** Education and Experience
Required:
*** Associate’s Degree and a minimum of 1 year work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or general work experience.
* Proficiency with personal computers as well as pertinent spreadsheet and word processing software
* Demonstrated excellent verbal and written communication skills
* Demonstrated problem solving skills##
** Education and
Experience Preferred:
*** Bachelor's degree## ##
*
* Physical Requirements:
** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.#
** Location
* * Buffalo, New York, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one:
** make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers.
We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.
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Position Requirements
10+ Years
work experience
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